Friday, December 13, 2013
Efficiency Tracker
This Excel application serves as a management tool for analyzing the performance of a company engaged in retail sales activity.
There are 4 territories and within each territory several Sales Representatives. Sheet named 'Data' contains the data for a quarter. Sheet 'Dashboard' contains a set of performance parameters and their charts of a Sales representative side by side the same parameters of the Territory the Sales Representative belongs to.
There are 2 ComboBoxes. One for selecting Territory. Once a territory is selected, the other combobox will be populated with the Sales Representatives (SR) of the selected Territory. By default the first SR of a territory will be selected and the performance parameters of the selected SR will be fetched.
The SR can be selected from the second combobox.
Download xlsm file
There are 4 territories and within each territory several Sales Representatives. Sheet named 'Data' contains the data for a quarter. Sheet 'Dashboard' contains a set of performance parameters and their charts of a Sales representative side by side the same parameters of the Territory the Sales Representative belongs to.
There are 2 ComboBoxes. One for selecting Territory. Once a territory is selected, the other combobox will be populated with the Sales Representatives (SR) of the selected Territory. By default the first SR of a territory will be selected and the performance parameters of the selected SR will be fetched.
The SR can be selected from the second combobox.
Download xlsm file
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